See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,734 | $107,934+16.5% | $91,989+36.7% | $152,861-17.7% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.4%+2.2pp |
| Annual return | 30.56% | 89.24%-58.7pp | 69.02%-38.5pp | 345.32%-314.8pp |
| Employer contribution / active EE | $10,863 | $4,210+158.0% | $3,452+214.7% | $4,762+128.1% |
| Participant deferral / active EE | $12,375 | $6,364+94.4% | $5,923+108.9% | $5,850+111.5% |
| Admin fee / account holder | $2,420 | $10,520-77.0% | $7,743-68.7% | $11,596-79.1% |